WALTON WELLNESS INC (EIN 273659660) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

PARTHENA D HARRIS

Tax Period

2022-01-01 to 2022-12-31

WALTON WELLNESS INC, founded in 2010, is a small nonprofit in the Education sector that reported $233K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 25% operating margin.

Mission

PROMOTE HEALTH OF CITIZENS OF WALTON CO

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $232,714

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,714

Expense Breakdown

Grants Paid $87,139

Salaries & Benefits $61,250

Fundraising Expenses $0

Program Expenses $156,913

Other Expenses $25,644

TOTAL EXPENSES $174,033

Year-over-Year Comparison

	2022	2021	Change
Revenue	$232,714	$193,071	+0.2%
Expenses	$174,033	$187,082	-0.1%
Net Income	$58,681	$5,989	+8.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$65,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PARTHENA D HARRIS	EXEC DIRECTOR	40.00	Officer	$61,250	$4,000	$65,250
CHRISTY LUMPKIN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN LAIRD	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE JONES	DIRECTOR	1.00	Director	$0	$0	$0
DIXIE HAMILTON	EXECUTIVE COMMITTEE	1.00	Officer	$0	$0	$0
SCOTT WHISENENT	EXECUTIVE COMMITTEE	1.00	Officer	$0	$0	$0
MALLORY SANDERS	EXECUTIVE COMMITTEE	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$232,714	$174,033	$123,289	$58,681

WALTON WELLNESS INC